|Expense Ratio (net)||0.84%|
|Morningstar Risk Rating||★★★★|
|Last Cap Gain||0.00|
|Inception Date||Oct 7, 1968|
|Average for Category||N/A|
Price discipline can offset some of the risks of investing in no-moat firms.
The tech rally and value slump have been headwinds for these Morningstar Medalists, but don't count them out.
With a review of Dodd-Frank and interest rates set to rise further, it may be time to put bank stocks back on your radar.